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Spdr Ser Tr cmn shares owned by Genesis Private Wealth

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Genesis Private Wealth from 13F filings

Historical chart of Genesis Private Wealth investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Genesis Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 6.8k 30.73
2025-09-30 $226k 7.3k 30.86
2025-06-30 $228k 7.4k 30.83
2025-03-31 $263k 8.5k 30.82
2024-12-31 $288k 9.4k 30.73

More positions owned by Genesis Private Wealth

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pgim Etf Tr Total Return Bon (PTRB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Intermed Term (BIV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Genesis Private Wealth

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Envestnet Asset Management
New York Life Investment Management
Jpmorgan Chase & Co
Curbstone Financial Management
Keybank National Association
Facet Wealth
ValMark Advisers
State Street Corporation
Advisory Alpha
Fundamentun

View all funds holding Spdr Ser Tr cmn